MSFP
Mark Sheptoff Financial Planning’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49K | Hold |
52
| – | – | ﹤0.01% | 482 |
|
|
2025
Q1 | $1.42K | Hold |
52
| – | – | ﹤0.01% | 415 |
|
|
2024
Q4 | $1.54K | Hold |
52
| – | – | ﹤0.01% | 403 |
|
|
2024
Q3 | $3.1K | Hold |
52
| – | – | ﹤0.01% | 385 |
|
|
2024
Q2 | $2.86K | Hold |
52
| – | – | ﹤0.01% | 382 |
|
|
2024
Q1 | $2.97K | Hold |
52
| – | – | ﹤0.01% | 352 |
|
|
2023
Q4 | $2.88K | Hold |
52
| – | – | ﹤0.01% | 349 |
|
|
2023
Q3 | $2.52K | Hold |
52
| – | – | ﹤0.01% | 333 |
|
|
2023
Q2 | $2.62K | Hold |
52
| – | – | ﹤0.01% | 340 |
|
|
2023
Q1 | $2.53K | Hold |
52
| – | – | ﹤0.01% | 338 |
|
|
2022
Q4 | $2.43K | Hold |
52
| – | – | ﹤0.01% | 344 |
|
|
2022
Q3 | $2K | Hold |
52
| – | – | ﹤0.01% | 325 |
|
|
2022
Q2 | $2K | Hold |
52
| – | – | ﹤0.01% | 336 |
|
|
2022
Q1 | $3K | Hold |
52
| – | – | ﹤0.01% | 362 |
|
|
2021
Q4 | $3K | Hold |
52
| – | – | ﹤0.01% | 388 |
|
|
2021
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 355 |
|
|
2021
Q2 | $3K | Hold |
52
| – | – | ﹤0.01% | 381 |
|
|
2021
Q1 | $3K | Hold |
52
| – | – | ﹤0.01% | 337 |
|
|
2020
Q4 | $2K | Hold |
52
| – | – | ﹤0.01% | 326 |
|
|
2020
Q3 | $2K | Hold |
52
| – | – | ﹤0.01% | 298 |
|
|
2020
Q2 | $2K | Hold |
52
| – | – | ﹤0.01% | 325 |
|
|
2020
Q1 | $1K | Hold |
52
| – | – | ﹤0.01% | 323 |
|
|
2019
Q4 | $2K | Hold |
52
| – | – | ﹤0.01% | 342 |
|
|
2019
Q3 | $2K | Hold |
52
| – | – | ﹤0.01% | 335 |
|
|
2019
Q2 | $2K | Hold |
52
| – | – | ﹤0.01% | 320 |
|
|
2019
Q1 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 323 |
|